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Mutual Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Mutual Advisors’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167K Buy
11,459
+109
+1% +$1.59K ﹤0.01% 1346
2026
Q1 		$157K Buy
11,350
+141
+1% +$2.08K ﹤0.01% 1287
2025
Q4 		$172K Buy
11,209
+195
+2% +$3.02K ﹤0.01% 1258
2025
Q3 		$172K Sell
11,014
-108
-1% -$1.7K ﹤0.01% 1246
2025
Q2 		$175K Buy
11,122
+203
+2% +$2.91K ﹤0.01% 1142
2025
Q1 		$149K Buy
10,919
+197
+2% +$2.96K ﹤0.01% 1053
2024
Q4 		$161K Buy
10,722
+193
+2% +$2.87K ﹤0.01% 1043
2024
Q3 		$153K Buy
10,529
+198
+2% +$2.78K ﹤0.01% 1061
2024
Q2 		$141K Buy
10,331
+203
+2% +$2.74K ﹤0.01% 1057
2024
Q1 		$135K Buy
+10,128
New +$129K ﹤0.01% 1058
2023
Q3 		– Sell
-11,325
Closed -$141K – 998
2023
Q2 		$141K Buy
11,325
+112
+1% +$1.32K 0.01% 961
2023
Q1 		$131K Buy
11,213
+1,121
+11% +$12.9K 0.01% 944
2022
Q4 		$110K Buy
+10,092
New +$116K ﹤0.01% 899
2021
Q1 		– Sell
-12,100
Closed -$148K – 789
2020
Q4 		$148K Sell
12,100
-1,447
-11% -$16.8K 0.01% 714
2020
Q3 		$148K Buy
13,547
+755
+6% +$8.39K 0.01% 648
2020
Q2 		$138K Buy
12,792
+1,160
+10% +$12K 0.01% 624
2020
Q1 		$108K Buy
11,632
+154
+1% +$1.77K 0.01% 532
2019
Q4 		$144K Buy
11,478
+131
+1% +$1.59K 0.02% 575
2019
Q3 		$135K Buy
11,347
+133
+1% +$1.58K 0.02% 521
2019
Q2 		$134K Buy
11,214
+131
+1% +$1.54K 0.02% 549
2019
Q1 		$125K Buy
11,083
+135
+1% +$1.5K 0.02% 466
2018
Q4 		$112K Buy
10,948
+131
+1% +$1.5K 0.02% 419
2018
Q3 		$139K Buy
10,817
+114
+1% +$1.45K 0.02% 466
2018
Q2 		$130K Buy
10,703
+117
+1% +$1.43K 0.03% 411
2018
Q1 		$122K Buy
10,586
+117
+1% +$1.4K 0.03% 386
2017
Q4 		$128K Buy
+10,469
New +$124K 0.05% 280

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual Advisors's ETY Position: Q2 2026 in Review

Mutual Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.96% in Q2 2026, buying an estimated $1.59K and bringing the position to 11,459 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Mutual Advisors first reported a position in ETY in Q4 2017 and has held it in 26 quarters since. The position peaked at $175K in Q2 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Mutual Advisors held 11,459 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $167K as of Q2 2026.
  • Mutual Advisors bought 109 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $1.59K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1346 holding.
  • Mutual Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 26 quarters since.
  • Mutual Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $175K in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.